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EVDAX vs MERIX
EVDAX vs MERIX Comparison Chart in %
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EVDAX vs. MERIX commentary
Jul 17, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EVDAX is a Hold and MERIX is a Hold.
FUNDAMENTALS
Fundamentals
MERIX has more cash in the bank: 2.37B vs. EVDAX (95M). MERIX pays higher dividends than EVDAX: MERIX (2.13) vs EVDAX (0.87). EVDAX was incepted earlier than MERIX: EVDAX (22 years) vs MERIX (12 years). EVDAX (2.11) is less costly to investors than MERIX (1.37). MERIX is a more actively managed with annual turnover of: 153.00 vs. EVDAX (48.00). EVDAX has a lower initial minimum investment than MERIX: EVDAX (2000) vs MERIX (100000). EVDAX annual gain was more profitable for investors over the last year : 6.13 vs. MERIX (5.68). EVDAX return over 5 years is better than : 57.23 vs. MERIX (11.45).
| EVDAX | MERIX | EVDAX / MERIX | |
| Total Expense Ratio | 2.02 | 1.27 | 159% |
| Annual Report Gross Expense Ratio | 2.11 | 1.37 | 154% |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | 5.438 | 5.378 | 101% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95M | 2.37B | 4% |
| Annual Yield % from dividends | 0.87 | 2.13 | 41% |
| Returns for 1 year | 6.13 | 5.68 | 108% |
| Returns for 3 years | 1.75 | 11.29 | 15% |
| Returns for 5 years | 57.23 | 11.45 | 500% |
| Returns for 10 years | 69.74 | 26.62 | 262% |
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